Pursue Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
3,352
| – | – | 0.23% | 71 |
|
|
2025
Q1 | $374K | Hold |
3,352
| – | – | 0.23% | 72 |
|
|
2024
Q4 | $326K | Hold |
3,352
| – | – | 0.19% | 76 |
|
|
2024
Q3 | $386K | Hold |
3,352
| – | – | 0.21% | 67 |
|
|
2024
Q2 | $357K | Buy |
3,352
+300
| +10% | +$31.9K | 0.19% | 66 |
|
|
2024
Q1 | $295K | Hold |
3,052
| – | – | 0.17% | 76 |
|
|
2023
Q4 | $308K | Hold |
3,052
| – | – | 0.2% | 70 |
|
|
2023
Q3 | $311K | Hold |
3,052
| – | – | 0.22% | 72 |
|
|
2023
Q2 | $308K | Hold |
3,052
| – | – | 0.19% | 79 |
|
|
2023
Q1 | $281K | Hold |
3,052
| – | – | 0.19% | 86 |
|
|
2022
Q4 | $277K | Hold |
3,052
| – | – | 0.21% | 84 |
|
|
2022
Q3 | $232K | Hold |
3,052
| – | – | 0.17% | 93 |
|
|
2022
Q2 | $258K | Hold |
3,052
| – | – | 0.16% | 95 |
|
|
2022
Q1 | $279K | Hold |
3,052
| – | – | 0.12% | 113 |
|
|
2021
Q4 | $267K | Buy |
+3,052
| New | +$267K | 0.1% | 123 |
|